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Start planning for the next stages of your life.
Today’s the day you start planning for the next stages of your life.
With the recent economic uncertainty, increased interest rates and a layoff that you weren’t expecting, feeling stunned and lost right now is completely normal.
You may need to start making some big financial decisions quickly. This may include transferring out your group RRSP or commuting your pension. You may have high medical expenses in your family, and you need to replace your group insurance coverage quickly, but within 30 days.
When a layoff occurs, sometimes you need to make decisions by a deadline. Those decisions can be made without panic, pressure or emotion.
At Tayler Insurance & Estate Planning, we’re here to help.
Taivi Tayler, Certified Financial Planner, is a wealth manager and chartered life underwriter. With over 20 years of financial services experience, she can provide objectivity and clarity when everything seems loud, confusing, and overwhelming. Taivi can guide you on the simple financial decisions that you can make now so that down the road when your world is less frantic, you can make some great decisions for your future.
Please reach out if you have questions on how to manage your business and personal risk.
At Tayler Insurance & Estate Planning our solutions are simple and tax efficient. We help entrepreneurs grow their wealth and plan to protect their legacy.
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- Do you want to reduce your tax burden?
- Manage cash flow?
- Protect your paycheque?
- Secure your retirement?
- Help with succession planning?
Contact us today; we are here to help.
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